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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,757 | $93,598-60.7% | $135,974-73.0% | $75,173-51.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 11.68% | 30.89%-19.2pp | 68.30%-56.6pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,737 | $3,538-50.9% | $4,859-64.3% | $2,671-35.0% |
| Participant deferral / active EE | $3,101 | $6,405-51.6% | $7,760-60.0% | $4,126-24.9% |
| Admin fee / account holder | $3,948 | $6,978-43.4% | $10,767-63.3% | $5,651-30.1% |